About this opportunity
Nextera Search lists this Investor Relations Associate opportunity in port chester, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
An Investment Management Firm is seeking an experienced professional to join their team as an Investor Relations Associate.
Are you the right candidate for this opportunity Make sure to read the full description below.
Responsibilities:
Manage end-to-end onboarding of SMA accounts, from approval through funding and initial trade execution
Coordinate account setup with custodians and internal stakeholders to ensure a seamless process
Review account details, restrictions, and documentation for accuracy and completeness
Identify and resolve “not in good order” items and custodian/platform-related issues proactively
Maintain clear, timely communication with advisors throughout the onboarding lifecycle
Serve as a primary point of contact for advisor inquiries and ongoing support needs
Partner cross-functionally to address account-related requests and issues
Own issue resolution from initiation through completion, ensuring a high level of service
Escalate complex matters as needed while maintaining a solutions-oriented approach
Ensure accurate and timely documentation within CRM systems
Proactively anticipate advisor needs and communicate relevant updates and insights
Follow through on requests to ensure full resolution and advisor satisfaction
Provide meaningful context and perspective to support advisor decision-making
Build and maintain strong advisor relationships through consistent, high-quality interactions
Qualifications:
Bachelor’s degree required.
3–5+ years of experience in asset management, advisor service, or onboarding.
Familiarity with separately managed accounts (SMAs), custodians, and advisor platforms preferred.
Strong attention to detail with the ability to manage multiple priorities simultaneously.
Clear, professional communication skills.
High level of accountability, ownership, and follow-through.
Experience with CRM systems and analytics platforms (e.g., Morningstar) is a plus. xxzpjkt
FINRA Series 7 and Series 63/65 or 66 licenses (or ability to obtain within the first year of employment).
Worksite address
port chester, NY, 10573, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.